The Wise Investor 🧠
10.7K posts
The Wise Investor 🧠
@TheWiseIC
🇮🇹 & 🇨🇦 | Risk Manager | Full-Time Dip Buyer | 25 Years Old | ✝️ | I don’t sell anything! My public portfolio (100k + USD) 👇🏼
Toronto Katılım Temmuz 2023
320 Takip Edilen1.4K Takipçiler
Bulls don’t understand that arguing in 2026 about how awesome Tesla robotaxis are gonna be means they lost
They were supposed to have 1M six years ago
They could’ve had a significant lead
It didn’t happen
Mike P@mikepat711
I have no desire to debate about Tesla or FSD anymore. I don’t give a shit. The truth is going to be what it is regardless of what anyone argues about today. It’s amazing, and if you disagree you either haven’t used it or you’re a big dumb idiot and I don’t care about you.
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The Wise Investor 🧠 retweetledi
Xiaomi launches next-gen SU7 with 902 km range and LiDAR, still undercuts Tesla electrek.co/2026/03/19/xia… by @fredlambert
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The Wise Investor 🧠 retweetledi
The comapny is not cheap, either. The last time this company was "cheap" was in 2021.
You're paying 20x multiple for single digit growth.
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Tesla Robotaxi vs Uber on a short 1.4-mile route in Austin, TX:
Robotaxi: $6.88
Uber: $16.97
R.I.P Uber.
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Lots of respect for Mr Wong but couldn’t be farther from the truth. I don’t see a world where $UBER ceases to exist and multiple different OEMs run their own networks.
It makes no sense on the consumer level to download 5 apps. It’s also hard to steal 202M daily users.
Ernest Wong@ErnestWongBWM
We studied $UBER and while there is value in the network, ultimately couldn't see how they thrive in an AV world where suppliers get increasingly consolidated and Uber does not own the core technologies Please tell me why I'm wrong.
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@wholemars If you look deep into uber you’ll see they have ownership of so many robotics companies. I still think they stand to benefit from being the liquidity provider for these robots + owning pieces of the best companies.
I think when you view uber like that it make sense.
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@TheWiseIC I had the same thought. It is extremely risky while they are ramping R2
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I actually really like Rivian
I’m just providing my analysis of the deal that was announced. Behind the cheery press release there is a lot of interesting complexity.
Even Rivian fans can see that. Check out the linked article below.
JustGiveMeAGreatL2@betastuff1999
@wholemars Omar, are you having a bad day. Do you need some love? Seems like Rivian is triggering you today. Hope you feel better soon. Maybe 14.3 will help a little bit.
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@varunv_malhotra @ErnestWongBWM Driverless technology will 100% become a commodity. In a world where the data is democratized how does it not? Teslas only advantage is scale, and they already have a tough time scaling as is.
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@ErnestWongBWM Unsure if that trend will continue. Looked into Uber and ended up in my too hard pile. Also will not be surprised if it was an obvious buy in hindsight
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Robotaxi supplier base seems to be getting more fragmented... good for $UBER
Ernest Wong@ErnestWongBWM
We studied $UBER and while there is value in the network, ultimately couldn't see how they thrive in an AV world where suppliers get increasingly consolidated and Uber does not own the core technologies Please tell me why I'm wrong.
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@ErnestWongBWM @JonBryant421 I tried to tell you that L4 driving will be commoditized but you still clam that “a network owner without owning any supply can’t win”. Still don’t get that thesis - Does AirBnB own houses? Or Marriott owning hotels? Or visa owning debt?
Many cases where that model thrives.
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I get what team Uber is doing but I think Rivian has not demonstrated the sophistication to handle such a large investment even if it’s rollout based. They likely will just light up that 300M.
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Personally I’m not that big of a fan of this $UBER deal - I get what Dara is pushing for but I think Rivian has not demonstrated any sophistication at scaling a normal car, nevermind an autonomous vehicle.
Poor investment decision in my opinion.
Still bullish on Uber.
Forbes@Forbes
Rivian Shares Rally 8% After Uber Invests Up To $1.25 Billion In Robotaxi Deal go.forbes.com/kx9Q5F
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@TheWiseIC Uber even has high paying ones that require PhDs etc
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$UBER has been doing this for a full year already.
Every gig-economy app is trying their hardest to copy uber. Most will fail.
Uber has the global data advantage.
Natalie Lung@natlungfy
Exclusive: DoorDash launched a new app “Tasks” that pays couriers in some US markets if they submit audio and video clips to help improve AI and robotics models. Many of these tasks are completing household chores while capturing footage with a body-worn camera — data that would be helpful for humanoid robots. Instructions: scrub and rinse at least 5 dishes with your hands, hold each clean plate steady in frame for a few seconds before moving to the next one bloomberg.com/news/articles/…
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@wholemars Will talk about this as a negative for uber on our spaces chat March 27 too
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Rivian says it no longer expects to achieve “adjusted core profit” in 2027 as it ramps up research and development spending to accelerate its autonomous driving roadmap.
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@wholemars Because Rivian hasn’t shown any sophisticated measures in achieving autonomy. I get what Dara (CEO of Uber) is trying to do - Push everyone to autonomy. But Rivian is a poor example because they can’t scale their own cars as is. Bad deal imo.
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@SDembraski @wholemars Rivian is arguably the worst example. There’s already 100 @nuro cars on the road right now. Over 3,000 Waymo’s. And 20 @Avrideai . This is just the start,
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@wholemars "by 2030". How many Tesla Robotaxi's will be on the road by then?
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“We’ll buy 10,000 and then maybe 40,000 more if it actually works”
Yahoo Finance@YahooFinance
Uber and its fleet partners will purchase 10,000 Rivian R2 robotaxis, with an option to purchase 40,000 more in 2030. 🤖 yhoo.it/41kFYVT
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Elon miscalculated. He should have worked out an exclusive partnership with $UBER from the start. $TSLA could have owned the market but they wanted to go it alone.
ValueAnalyst@ValueAnalyst1
$TSLA Cybercab production plans are cut following the abrupt departure of the Cybercab program head, just as I warned. Elon Musk bet the company on FSD software that cannot and will not be fully ready for at least another decade. Tesla is doomed. Beware.
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@Dividend_Dog I like to be honest on my page. Definitely made an error there.
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My biggest mistake this year was not buying Canadian O&G on the Venezuela dip. I watched all of these names rip 60-70% higher. Sometimes I make mistakes too.
$CNQ $SU
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